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Legal · effective 28 August 2026

Cookie policy

Five short documents, written to be read. Each one is dated, and changes are listed at the foot of the page.

Cookie policy

Effective 28 August 2026

CookiePurposeRetention
SessionKeeps you signed in to the document portalUntil you close the browser
BookingRemembers your time zone on the calendar30 days
AnalyticsCounts page views in aggregate; no cross-site tracking13 months
Google Tag ManagerLoads on every page as a tag-management containerDepends on what is configured inside it

Google Tag Manager (GTM-MCSSMBVL) was added to every page in September 2026. It does not set cookies by itself, but it is a container that can be configured to load other tools that do, including analytics or advertising tags — what it is actually configured to fire is not yet documented here. [TBD — list every tag configured inside the container, and update the claims on this page to match]

No data is sold or shared with an ad network by this practice directly. Analytics can be declined without losing any function on the site, including booking a call.

[TBD — confirm the analytics provider and whether a consent banner is required for your jurisdictions, now including whatever Google Tag Manager loads]

Changelog

2026-09-13 — Google Tag Manager added to the cookie table, flagged for configuration confirmation.
2026-08-28 — All five documents published for the first time.
2026-07-28 — Enrolled Agent credential re-checked in the IRS Return Preparer directory.

Changes to these documents

Every revision is listed here rather than made quietly

13 September 2026Google Tag Manager disclosed; its configuration still needs confirming
28 August 2026First publication of all five documents

These documents are in draft and not yet in force. Until they are published, nothing on the site asks you to agree to them, and the consent line on any form refers only to the specific use described beside it. [TBD — legal review before publication]

Complete return $599
Prepared and signed by an Enrolled Agent
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